P&L and Expense Planning

PlaniFi offers the below pre-packaged solution to get you started with P&L and Expense Planning. We offer both quick start programs and small-to-medium pre-packaged managed implementations. Reach out to [email protected] for more information.

  • Decentralize P&L, expense and financial statement planning to the business plan owners​
  • Reduce overhead time spent collecting and aggregating the plan for both corporate finance and segment finance​
  • Automate publication of monthly and quarterly finance statement books​
  • Decrease time spent rolling over forecast; eliminate the monthly excel maintenance; reduce risk for errors​
  • Provide the ability to scenario model and create annual plan, five year plan and rolling forecasts​
  • Provide input for top down targets for P&L and expenses​
  • Streamline capture and analysis of Financial Statements​

P&L Planning – By Company Code, Profit Center, Etc.


Expense Planning – By Department Or Cost Center Planning


Automate Creation of Financial Statements